Semicon West 2022

Semicon West Meeting Itinerary – San Francisco, July 12th – 14th

Registrations are now open!  Please check the meetings you would like to attend along with your registration.

Below is a schedule of the meetings we are organizing. Over the course of 3 days we will cover everything from the latest perspective on the WFE cycle, emerging memory technologies, the SiC transition, all upcoming technology innovations in leading edge Logic, and more. If you are planning to attend Semicon West and are interested to participate in any of the meetings, please indicate interest below or reach out directly to your New Street Research salesperson.

Agenda (all times PST)

Wednesday - 13 July

10:00 - 10:45: AEHR Test Systems -- Gayn Erickson (CEO), Ken Spink (CFO)
11:00 - 12:00: AMAT -- Dr. Uday Mitra (VP Engineering), Dr. Kevin Moraes (VP Products and Marketing)
12:15 - 12:45: ADVANTEST -- Ricky Kobayashi (Head of Investor Relations), Junko Oike (Section Manager Investor Relations)
13:00 - 13:30: ONTO INNOVATION-- Mike Plisinki (CEO), Mark Slicer (CFO)
14:00 - 14:45: ALPHA & OMEGA -- Stephen Chang – (President of AOS, future CEO), Yifan Liang (CFO)
16:00 - 16:50: TOKYO ELECTRON -- Koichi Yatsuda (Principal Investor Relations)

Thursday - 14 July

9:45 - 10:30: EVERSPIN -- Sanjeev Aggarwal (CEO), Anuj Aggarwal (CFO)
11:00 - 12:00: SOITEC-- Steve Babureck (VP Investor Relations)